Team
Nathan Van Stippen has worked in the financial services industry since 2005, including high net worth estate planning, retail brokerage, and wealth management. His responsibilities include client education, and portfolio plan...
Todd Cherry has fulfilled multiple roles in the financial services industry, including Consultant, Principal, and Advisor since January 2000. Todd has experience serving individual investors and corporations. Prior to becoming an...
Prior to joining Valley Investment Solutions as the third Partner, Brandon was the Branch Examiner and Registered Principal at previous broker dealer SII Investments, Inc. He also has experience as a supervisor overseeing the daily...
Ken has been working in the financial industry since 2008 in multiple capacities, he’s been a Financial Advisor since 2017. Prior to working as a Financial Advisor, Ken was a Credit Union Manager as well as a Finance Leader for a...
Serving as our Director of Operations, Lukas Hubers was born and raised in Appleton, Wisconsin. Lukas graduated from UW-Whitewater in 2010 with a Bachelor of Science in Business Education.